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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,153 | $118,496-61.9% | $98,461-54.1% | $139,466-67.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.33% | 18.96%-0.6pp | 21.17%-2.8pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,096 | $3,611-42.0% | $3,049-31.3% | $4,754-55.9% |
| Participant deferral / active EE | $2,650 | $5,393-50.9% | $4,738-44.1% | $6,712-60.5% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |